HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:
May 2025
Portfolio Update – Dyno Nobel Ltd
Dyno Nobel née Incitec Pivot (DNL): Today, the global fertiliser and explosives manufacturer reported their first half of 2025 results, which was pleasant to see management making prudent moves in selling [...]
Portfolio Update – Macquarie Group
Macquarie Group (MQG): This morning, the global investment bank reported its full results for 2025, which were solid despite the half having much fewer investment banking deals and increased volatility in [...]
Reporting Season – ANZ Bank
ANZ Bank (ANZ) released their first half of 2025 results, which came in around market expectations with the acquisition of Suncorp Bank which has performed better than expected. ANZ is the last [...]
HNW Monthly Performance – April 2025
During April, the HNW Australian Equity Portfolio gained +2.04%, behind the ASX 200 TR return of +3.46%. A positive absolute outcome for the month seemed very unlikely after the battering investors took [...]
Reporting Season – Westpac Banking Corporation
Westpac Banking Corporation (WBC) released its half-year results for 2025, which came in line with market expectations. Westpac is the first of the big four banks to report their full-year results [...]
Reporting Season – Amcor CDI
Amcor (AMC) This morning, the world's largest consumer packaging company announced its results for the third quarter of 2025, highlighting the strengths the merger with Berry will achieve in the long [...]
